SPDR SERIES TRUST's ticker is SDY and the CUSIP is 78464A763. A total of 866 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $357,105 | -6.2% | 3,105 | 0.0% | 0.06% | -6.5% |
Q2 2023 | $380,610 | -9.2% | 3,105 | -8.4% | 0.06% | -10.1% |
Q1 2023 | $419,129 | -1.0% | 3,388 | +0.1% | 0.07% | -1.4% |
Q4 2022 | $423,366 | +8.8% | 3,384 | -2.9% | 0.07% | +1.4% |
Q3 2022 | $389,000 | +38.9% | 3,486 | +47.9% | 0.07% | +43.8% |
Q2 2022 | $280,000 | -7.6% | 2,357 | -0.4% | 0.05% | +2.1% |
Q1 2022 | $303,000 | -12.7% | 2,367 | -11.9% | 0.05% | -13.0% |
Q4 2021 | $347,000 | +10.2% | 2,686 | +0.2% | 0.05% | +8.0% |
Q3 2021 | $315,000 | -3.7% | 2,681 | +0.2% | 0.05% | -7.4% |
Q2 2021 | $327,000 | +3.8% | 2,676 | +0.1% | 0.05% | -11.5% |
Q1 2021 | $315,000 | +11.3% | 2,672 | +0.1% | 0.06% | +3.4% |
Q4 2020 | $283,000 | +15.0% | 2,668 | +0.2% | 0.06% | +3.5% |
Q3 2020 | $246,000 | +1.7% | 2,662 | +0.2% | 0.06% | +14.0% |
Q2 2020 | $242,000 | +14.2% | 2,657 | +0.2% | 0.05% | +2.0% |
Q1 2020 | $212,000 | -25.6% | 2,652 | +0.2% | 0.05% | -18.3% |
Q4 2019 | $285,000 | +5.2% | 2,646 | +0.2% | 0.06% | +1.7% |
Q3 2019 | $271,000 | +1.9% | 2,642 | +0.2% | 0.06% | +3.5% |
Q2 2019 | $266,000 | +1.5% | 2,638 | +0.2% | 0.06% | +3.6% |
Q1 2019 | $262,000 | +11.5% | 2,634 | +0.2% | 0.06% | +3.8% |
Q4 2018 | $235,000 | -8.6% | 2,630 | +0.2% | 0.05% | +3.9% |
Q3 2018 | $257,000 | +5.8% | 2,626 | +0.2% | 0.05% | 0.0% |
Q2 2018 | $243,000 | +1.7% | 2,622 | +0.2% | 0.05% | 0.0% |
Q1 2018 | $239,000 | -3.2% | 2,618 | +0.2% | 0.05% | +8.5% |
Q4 2017 | $247,000 | +4.2% | 2,614 | +0.7% | 0.05% | -2.1% |
Q3 2017 | $237,000 | +3.0% | 2,596 | +0.1% | 0.05% | -14.3% |
Q2 2017 | $230,000 | +0.4% | 2,593 | 0.0% | 0.06% | -21.1% |
Q1 2017 | $229,000 | – | 2,593 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Joel Isaacson & Co., LLC | 2,281,035 | $282,186,877 | 20.28% |
Hyperion Partners, LLC | 153,830 | $19,030,283 | 17.10% |
Legacy Financial Group LLC | 477,095 | $59,021,457 | 16.16% |
O'Dell Group, LLC | 280,357 | $34,682,969 | 11.18% |
Elk River Wealth Management, LLC | 380,393 | $47,059,110 | 10.68% |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 73,682 | $9,115,129 | 10.10% |
MARINO, STRAM & ASSOCIATES LLC | 263,486 | $32,595,893 | 9.84% |
Jackson, Grant Investment Advisers, Inc. | 159,437 | $19,723,909 | 9.27% |
Smart Money Group LLC | 147,699 | $18,457,967 | 9.26% |
Wolff Financial Management LLC | 198,871 | $24,602 | 8.57% |